FINDY
UI / UX Case Study
Finance, simplified.
Financial Budgeting App Concept
Research
Strategy
Personas
User Flow
Style Guide
Screenshots
Wireframe
Prototype
Conclusion
01 • Research / Analysis
Problem Statement
Problem Statement
Managing day to day expenses can be a daunting task, so much so that most people regardless of the age group tend to get overwhelmed by. For many, financial management all starts from making smart informed financial decisions based off life experiences and knowledge passed down from parents. Not only does the problem lie in the lack of a dedicated teaching platform but the ability to track and manage finances without being overwhelmed with unnecessary clutter of data.
Pain Points
I would like to visually see in various options organized by categories for where my money is being spent
Being able to input goals for what I would like to accomplish financially
I like to plan ahead to make sure I can pay all my bills before the next pay period
Frustrations
Spending too much on food expenses for dine-in and entertainment without being able to monitor spenditure
Not putting enough money towards saving for special events and general plans
Having only a general idea of how much to be saved but no roadmap or timeline
02 • Design Strategy
To get better insight into understanding what users specifically would be interested in I set out to interview 10 individuals all with different backgrounds and age groups. Having my questions being very general questions it would lay out the foundation for what is expected as well as what features would be a primary objective in achieving goals.
Questions
Some of the key questions asked varied with age groups in different stages of life. Some of the questions I asked with age groups ranging from 18-40 were:
What is important to you when it comes to financial budgeting?
What would be helpful to you for day to day money management?
What are your priorities/goals in financial management?
03 • Personas
04 • User Flow
To get better insight into understanding what users specifically would be interested in I set out to interview 10 individuals all with different backgrounds and age groups. Having my questions being very general questions it would lay out the foundation for what is expected as well as what features would be a primary objective in achieving goals.
05 • Style Guide
Once the functionality of the app started coming together I chose a color palette that would draw the users towards the data without being strained and overwhelmed from the design. My main focus was to primarily keep the overall look and feel simple so users can focus on the actual content without distraction.
Colors
Typography
06 • Wireframe
The layout of the app were mapped out with wireframes to determine what was needed and what would make sense in the visual space.
07 • Screens
Having a better visual report and informational hierarchy was key in solving the main problems for the users. Main focus was to make sure call to actions were clearly apparent for specific information while data was showcased in a manner which would be easy to navigate.
The data shown on the graph can be adjusted to show the different periods of information that can specifically benefit users looking to pinpoint their actual spending behaviors.
Notifications to alert users on where they are spending heavily to help influence better spending habits for users along with making sure they are alerted when changes happen.
08 • Prototype
09 • Conclusion
Designing with a specific set of goals that vary from users to users will always be a challenging endeavor. I learned that making sure to design in a way to help users develop better spending habits was particularly challenging. Being able to clearly see information in an organized structure with easy access to key areas meant ease of use which would lead to a higher incentive in having better financial health.